NAATBatt's Policy & Regulatory Community on Michigan's battery stewardship bill, EPR, traceability and new black mass export limits. Join the conversation. #NAATBatt #battchat #BatteryPolicy

"Record installations last year gave China more than half of global battery-storage capacity. It had 150 GW by the end of March and aims to double that by 2030."
#battchat www.bloomberg.com/graphics/202...

NAATBatt member American Battery Technology Company gets Commerce approval for up to $100M in recycled black mass exports, as FY2026 revenue rises 407%. #NAATBatt #battchat #Recycling

Global Battery Materials, building an ex-China supply chain for graphite and anode materials from Canada's Kearney mine, joins NAATBatt as a Silver member. #NAATBatt #battchat #Graphite

“The global EV battery market grew 19.7% YoY, reaching 844.2 GWh as of Aug 2026.
• #CATL: 333.0 GWh (+25.2% YoY). Share: 37.7% → 39.4% (+1.7pp).
• #BYD: 127.9 GWh (+6.2% YoY). Share: 17.1% → 15.1% (-2.0pp).”
#battchat x.com/thinkercar/s...

NAATBatt 2027 sponsorships ($1K to $35K) and Expo booths ($5K) are open. Feb 9 to 11, Rancho Mirage, CA. www.naatbatt.org/events/naatb... #NAATBatt #battchat

China unveils a new battery roadmap for 2026-2030, focused on solid-state and sodium batteries.

It calls specifically for the development of long cycle-life batteries.

Curiously, the document encourages corporate mergers and restructuring.

#energysky #greensky #battchat #batteries

NAATBatt member Stryten Energy completes its acquisition of C&D Technologies and Trojan Battery: about 4,800 employees and 18 facilities, 15 in the US. #NAATBatt #battchat #BatteryIndustry

"Driven by higher BEV penetration, the top three battery suppliers raised their BEV mix. CATL’s BEV share rose from 78.3% to 80.9% — Tesla exited its top-3 customer list, replaced by Li Auto; Xiaomi stayed, and Nio newly joined."

#battchat #alwaysbecharging x.com/thinkercar/s...

battery stats shared by @thinkercar.bsky.social
(Jan - Aug '26)

"#CATL leads the ranking with 159.5 GWh of battery usage, up 13% YoY.

#BYD ranks second at 77.6 GWh, a 16% year-on-year drop.

Gotion and ZENERGY delivered strong growth, rising 65% and 60% YoY respectively."

#battchat

easyXAFS, a US maker of lab XAFS spectrometers used from precursor validation to recycling feedstock analysis, joins NAATBatt as a new Silver member. easyxafs.com #NAATBatt #battchat

"What’s driving Europe’s battery boom? Insights from EUPD Research’s Business Climate Survey and Storage Report"
#battchat
"Europe’s battery storage market is projected to nearly double from 34 GWh in 2025 to 65 GWh in 2026"
www.pv-magazine.com/2026/10/06/w...

"Electric cabbage cutting!

With our Fendt E107, we're harvesting, and it's going just fine, though the battery capacity is a bit tight: #battchat

Consumption: 27 kWh an hour
Battery capacity: 100 kWh
⚡️⚡️
Midday at the fast charger, then it's manageable."
#alwaysbecharging x.com/RijkJoost/st...

France's Biggest Battery:

240 MW / 480 MWh @Tesla_Megapack

Congrats to all involved!
#alwaysbecharging #battchat
🇫🇷🇫🇷🇫🇷
📍Cernay-lès-Reims

🔋Gotion to supply 6GWh of BESS for Saudi Arabia’s utility-scale tender.

The three sites, Al Muwayah, Haden and Al Kahafa, are each configured at 500MW/2GWh.

The deal is valued at approximately $1.16 billion.

#batteries #battchat #greensky #energysky

NAATBatt Communities meet Oct 7 to 14: Electrode Materials online Oct 7, then Electrode Materials and Markets in person at The Battery Show in Detroit. naatbatt.org/events #NAATBatt #battchat

Battery Workforce Roundtable speakers: Lauren Allanson, Jill Pestana, Emily Marino and Alyssia Bostrom. Mon Oct 12, 1 to 4 PM ET, Huntington Place, Detroit. #NAATBatt #battchat

Was there ever an update on this data @colinmckerracher.bsky.social?

#alwaysbecharging #battchat #goingthedistance www.bloomberg.com/news/newslet...

“Tesla acknowledges that battery cell manufacturing in Europe is currently difficult to justify in a direct cost comparison.”

But dry electrodes are supposed to bring costs down, aren’t they? Is Tesla saying that even with dry processes, the costs are too high?

#battchat #batteries #energysky

NAATBatt Terminal's daily brief: written each morning from the board, with every figure linked to the panel it came from. Open to all through Oct 15. terminal.naatbatt.org #NAATBatt #battchat